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Terry Ammons

@Sheets Smith Wealth Management

Latest period2024 - Q4ReportedManaged Assets$819.307MTotal holdings375
Assets growth rate0.22%Assets growth rate (2-Q avg)-1.01%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Sheets Smith Wealth Management's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 375 positions.

Assets under management

The assets under management (AUM) of Sheets Smith Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 819.307M in assets, with a quarterly growth rate of 0.22% and a 2-quarter average growth rate of -1.01%. The portfolio is managed by Terry Ammons, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CSCOCisco Sys Inc
Recent Activity
Decreased -1.45%
0.11%
$868,244
14,666 shares@ $59.21 avg price
ODDOddity Tech Ltd
Recent Activity
Decreased -51.46%
0.11%
$860,444
20,477 shares@ $42.03 avg price
ACWIIshares Tr
Recent Activity
Decreased -2.19%
0.1%
$816,041
6,945 shares@ $117.51 avg price
VDEVanguard World Fd
Recent Activity
Decreased -2.2%
0.1%
$806,099
6,645 shares@ $121.31 avg price
CRSCarpenter Technology Corp
Recent Activity
Decreased -1.74%
0.1%
$754,361
4,445 shares@ $169.72 avg price
CVXChevron Corp New
Recent Activity
Decreased -1.14%
0.09%
$664,584
4,588 shares@ $144.86 avg price
GILDGilead Sciences Inc
Recent Activity
Decreased -45.73%
0.08%
$654,837
7,089 shares@ $92.38 avg price
BVSBioventus Inc
Recent Activity
Decreased -1.83%
0.08%
$644,553
61,386 shares@ $10.5 avg price
WATWaters Corp
Recent Activity
Decreased -22.44%
0.08%
$641,053
1,728 shares@ $370.98 avg price
IRMIron Mtn Inc Del
Recent Activity
Decreased -5.53%
0.08%
$636,441
6,055 shares@ $105.11 avg price